Document creation.
Create documents with ease, adding merge fields to make them personal.
Create a document.
Using the familiar document editor to add headers and footers you'll be able to brand your documents in your style. Add content, images and merge fields to make sending documents in bulk easy!
Merge fields.
Customise your documents by adding merge fields that will be replaced when they're generated. Clockwork CRM already comes with loads of merge fields as standard, but you also have the option to create custom merge fields and choose how they're replaced.
Download your documents.
Select a format (PDF or DOCX) and download for a particular contact or a whole list of contacts. It's quick and easy to create documents in bulk.
Try Clockwork CRM for free.
Full access for 14-days, get started today.
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